Each internal assessor you have nominated receives an Action with a link to complete the assessment:
In addition, the Team Member and Manager have Assess buttons added to the Competency Assessment Detail view:
External assessors receive an email with a link to complete the assessment.
Select Assess, or the link in the Action or email, to open the Competency Assessment questionnaire:
The questionnaire can use vertical or horizontal radio buttons, picklists, checkboxes, or sliders to present response options. WX displays up to four horizontal radio buttons side by side across the questionnaire, with additional options wrapped to the next line. Longer lists of options are typically displayed as vertical radio buttons or picklists. In mobile view, horizontal radio buttons are automatically converted to display as vertical radio buttons.
Work through the assessment, ensuring you respond to all the mandatory, red starred questions (making a question mandatory is a configuration option available for administrators). While working through, you can use:
- Previous to return to previous questions to edit your response.
- Next to move on, if a question is not mandatory and you have no response.
- Save and Continue to save your progress. You can then close the questionnaire and return to it later.
On the final page of the assessment when you have finished, select Complete:
When all assessments have been submitted the competency assessment is marked as completed. This processes the assessments and prepares the results for viewing.
To complete the competency assessment, the team member, manager or HR manager selects Complete on the competency assessment view page. Sage People can also be set up to complete the assessment automatically when all assessments are complete.
If there are any assessments that are not yet completed then they are canceled. Assessments cannot be requested or completed after the competency assessment has been completed. The process of completing the competency assessment cannot be reversed.